

The 7investing Podcast
7investing
Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.
Episodes
Mentioned books

Jun 23, 2022 • 28min
Understanding Short Selling with ORTEX's Evan Niu
The recent market volatility has led several investors to consider other options. One alternative approach that's gaining attention is 'short selling', where investors bet against individual stocks or even broader market indices. Short sellers are taking the opposite side of the coin, financially benefitting when stocks or indices decline in value.
7investing's approach is and always will be long-term, buy-and-hold investing. But even so, we think there's value in understanding what short selling means and how it takes place. Are there specific signs that companies show which tend to attract the attention of short-sellers? Are there specific risks that short-selling entails that investors should be aware of? How do short sellers actually set up their trades and make money? And are there pockets of the market that tend to attract a significant amount of attention from those who are selling short?
To help us answer those questions, we’ve brought in an expert. Evan Niu is a financial analyst with ORTEX, which is a financial analytics platform for investors. One of the key metrics that Evan and ORTEX reports is a company's short interest, which is often quite difficult to calculate or to find publicly.
In an exclusive interview with 7investing CEO Simon Erickson, Evan describes what it means when investors 'go short' a stock. He defines technical terminology such as short interest and free float and explains what happens during a short squeeze. Evan and Simon discuss how several of these metrics could be useful for investors, even those interested in establishing long-term positions.
In the final segment, Evan and Simon dig in to the electric vehicle industry. Due to its capital-intensive nature and its fast pace of innovation, there are several EV companies who carry a high short interest. The two take a closer look specifically at Tesla, Lucid Group, Nikola, and Fisker and discuss whether there are opportunities in this space for investors.
Investors who are interested in ORTEX can register for a free account with limited data access here: https://app.ortex.com/register
Publicly-traded companies mentioned in this interview include Fisker, Lucid Group, Nikola Corporation, and Tesla. 7investing’s advisors or its guests may have positions in the companies mentioned.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
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Jun 21, 2022 • 35min
The Case for Industrial Robotics Stocks with ROBO Global's Lauren Hein
As of this writing, the Nasdaq Composite Index has plunged more than 33% from its November 2021 high. Around half of all stocks listed on the exchange have fallen at least 50% from their rolling highs. So, with seemingly no end in sight to the broader market's plunge, it might feel crazy to own particularly volatile tech stocks right now.
But here at 7investing, we recognize that historic drops like these create extraordinary opportunities for investors capable of keeping a level head and focusing on buying and holding shares of the most promising businesses the market has to offer. 7investing Lead Advisor Steve Symington is convinced that many of those high-quality businesses reside in the nascent artificial intelligence and robotics industries.
In this episode of the 7investing Podcast, Steve is joined by Lauren Hein, Head of Advisor Relations at ROBO Global. ROBO Global is an index, advisory, and research company dedicated to helping investors capture the best opportunities in the fast-growing robotics, AI, and healthcare technology spaces. Among the topics Steve and Lauren discuss are:
Why investors should have tech stocks in their portfolios, even amid a market selloff,
The growth opportunity in tech outside of traditional megacaps like Alphabet (NASDAQ: GOOGL), Amazon(NASDAQ: AMZN), and Meta (NASDAQ: META),
How industrial robotics stocks fit into the broader robotics and automation ecosystem,
Investment criteria and several industrial-focused robotics stocks ROBO Global is following closely, including Fanuc (OTCMKTS: FANUY), Teradyne (NASDAQ: TER), and Cognex (NASDAQ: CGNX).
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
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Jun 16, 2022 • 41min
Supply Chain Challenges, and What Actually Happens When You Press the BUY Button, with GXO Logistics
In this episode of the 7investing podcast, Luke connects with Neil Shelton, Chief Strategy Officer for GXO Logistics (NYSE: GXO). Recently added to the Fortune 500 list, GXO (gxo.com) is the world’s largest pure-play global contract logistics company, providing outsourced supply chain management and warehousing for some of the biggest names in retail, including Abercrombie & Fitch, ASOS, Nestlé, Saks, Salomon, Zara, and many more.
7investing last met with GXO in October 2021, so we’re catching up again today to get a timely update on what’s happening in the world of global supply chains, a topic that’s critical to the health of many of our favourite e-commerce companies. Luke and Neil also chat about warehouse automation and collaborative robotics, how effective reverse logistics is saving us all from drowning in land-fill, and the complexities of providing manufacturing support to customers that range from supermarkets to aeronautics.
Neil Shelton has 25 years of experience in the financial industry with companies that include JPMorgan Chase, Morgan Stanley, Credit Suisse, Citigroup and Arthur Andersen. He has led several research teams to No. 1 rankings, has been regularly ranked No. 1 for specialist sales by Institutional Investor, and has piloted more than 50 equity and initial public offerings. He holds a degree in industrial economics from the University of Nottingham in Great Britain.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Jun 14, 2022 • 27min
The State of the Stock Market
The 7investing team recently hosted a 30-minute conversation to chat about the current state of the stock market and how investors should think about it. Current market volatility can rattle even the most seasoned of investors, and our team of lead advisors are here to help decipher through the chaos!
Some of the topics discussed include:
Is the US about to go into a recession?
What does April's yield curve inversion actually mean?
What should I expect from the stock market in 2022?
Should you have any future questions for the 7investing team, feel free to ask on our 7investing Comunity Forum, or via email at info@7investing.com.
We would like to thank you for your continued support of our business. We are here to empower you to invest in your future!
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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Jun 2, 2022 • 59min
Wreck or Rebound with Anirban Mahanti, Matthew Cochrane, and Alex Morris
As a host of macro concerns continue to weigh on the global economy, the stock market has responded accordingly. The S&P 500 index is currently off 15% from its all-time highs at the beginning of the year and the NASDAQ composite is down almost 25% from its highs.
Some former market darlings have taken even harder hits and are down well more than 50% from their previous highs. In this episode, 7investing lead advisors Anirban Mahanti and Matthew Cochrane are joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven such former high-flyers. Their goal? To determine whether these companies have been punished too severely by the market gods and are due for a rebound or if these stocks will never regain their former heights.
With help from our friends at Ycharts, the seven companies the trio examines are:
Netflix (NASDAQ:NFLX)
PayPal Holdings (NASDAQ:PYPL)
Upstart Holdings (NASDAQ:UPST)
Peloton Interactive (NASDAQ:PTON)
Block (NYSE:SQ)
Spotify Technology (NYSE:SPOT)
Okta (NASDAQ:OKTA)
Watch or listen now to see how these companies fared under scrutiny!
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education: https://www.7investing.com
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May 31, 2022 • 35min
The Digital Transformation is Underway with GigaOm CEO Ben Book
The digital transformation is certainly underway.
Technology is changing and companies of all sizes are embracing it. Small businesses are deploying lightweight applications to grow revenue and gain share. Larger enterprises are replacing legacy systems with more efficient solutions from cloud-native vendors. And even massive and notoriously slow-moving industries like health care, banking, and insurance are keen to innovate more quickly and become more efficient in today's digital world.
All of this is great news for investors. More efficient companies are more profitable and are able to hand out those rising profits to their shareholders.
But where do the greatest opportunities in the digital transformation lie? Should investors look to the smaller, pure-play companies who are enabling bigger-trend movements such as data-centric AI or DevOps? Or is there a greater opportunity to invest in larger companies who are capitalizing on these movements to re-align their existing businesses? And are all of the things taking place in the world -- from the lingering impacts of COVID, supply chain disruptions, or fears of a global recession -- having any impact on how these exciting new technologies are actually getting deployed?
To help us answer those questions, we’ve brought in an expert. Ben Book is the co-founder and CEO of GigaOm, who is helping IT decision makers tackle their most complex technical challenges. GigaOm is bringing the executives of progressive companies up-to-speed about emerging technologies and then helping to implement them across their organizations.
In an exclusive interview with 7investing CEO Simon Erickson, Ben describes what's really driving the digital transformation. He focuses on the fundamental changes taking place in artificial intelligence and how organizations are building entire programs to benefit from them. He describes the DevOps movement and explains how data scientists are monitoring new data formats to make better decisions. He also shares what the process typically looks like for a large enterprise to shift from its legacy vendors and adopt a cloud-based solution.
In the second segment, Ben chats a bit about the progress being made in health care. He explains that while hospital budgets are constrained, there is a ton of interest in using medical information to improve patient outcomes. He also discusses companies who have done a great job of embracing digital innovation, and points to Disney (NYSE: DIS) as one example.
In the final segment, Simon spots Ben up with the 'lightning round' and asks for his thoughts on quantum computing, the Metaverse, and DNA used for storage.
Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Apple, C3.AI, Cloudera, Disney, GitLab, Johnson & Johnson, Meta Platforms, Microsoft, The New York Times, Oracle, SAP, Snowflake, Splunk, and Teradata. 7investing’s advisors or its guests may have positions in the companies mentioned.

May 26, 2022 • 42min
Investing in the Final Frontier with Andrew Chanin and Micah Walter-Range
Things are really heating up in the commercial space economy.
We noticed last year that several companies were providing the underlying infrastructure that could allow private businesses to set up shop in outer space. Favorable developments like declining launch costs and the miniaturization of satellite components were driving the number of satellites seeking launch approval to increase by an order of magnitude. And thanks to a flood of interest in Special Purpose Acquisition Companies (SPACs...which actually necessarily aren't all related to "SPACE"), publicly-traded options emerged for investors that included Rocket Lab (Nasdaq: RKLB), Astra Space (Nasdaq: ASTR), and Virgin Galactic (Nasdaq: SPCE).
Yet quite a lot has also changed in the world during just these past six months. Russia's invasion of Ukraine has prompted governments to double-down on their space-based military operations, especially for satellite surveillance. Out-of-control inflation has driven the Federal Reserve to aggressively raise interest rates, making it more difficult for capital-intensive businesses who conduct space-based operations to raise funding. And the fascination of space from billionaire entrepreneurs like Elon Musk, Richard Branson, and Jeff Bezos has led Space-X's Falcon Heavy, Virgin Galactic'sSpaceShip, and Amazon's (Nasdaq: AMZN) Project Kuiper to transform what was once science fiction into commercial realities.
What will all of this mean for investors? Are escalating international conflicts re-invigorating the militarization of space? Will rising rates make it harder to compete against the best-capitalized leaders? Is it better to invest in the down-to-Earth legacy players...or is it worth taking a flyer on a few pure-play moonshots?
To help us answer those questions, we’ve brought in two experts who are actively investing in outer space. Andrew Chanin is the CEO and co-founder of Procure AM and Micah Walter-Range is the President of Caelus Partners. Together, they've created America’s first Space-themed ETF that trades with the ticker “UFO.”
In an exclusive interview with 7investing CEO Simon Erickson, Andrew and Micah describe why the space economy is taking off. They describe how Russia's war with Ukraine is increasing the demand for real-time satellite imagery and is also causing businesses to seek launch providers who are not based in Russia. They compare Rocket Lab democratized approach to launch to Space X's ridesharing capabilities, and also explain why 'space tourism' might actually be less relevant than 'space-based research.'
In the final segment, Micah and Andrew describe the methodical framework they've constructed for the SPACE Index and how some of their thinking has changed in 2022. The also reveal some of the most important unmet challenges facing space-based companies and several companies that should be on investors' radar.
Publicly-traded companies mentioned in this interview include Airbus, Amazon, Arqit Quantum, Astra, BlackSky Technology, Boeing, Mynaric, RedWire, Rocket Lab, and Virgin Galactic. 7investing’s advisors or its guests may have positions in the companies mentioned.

May 24, 2022 • 30min
How to Invest in One of the Market’s Best Performing Sectors
If you are looking to invest in one of the market’s best-performing sectors, then look no further than Software as a Service!
Recently, technology and research advisory firm IDC wrote that spending on shared cloud services totaled $385 billion in 2021 and will see a compound annual growth rate (CAGR) of over 21.0% through 2025, reaching $809 billion. Considering the incredible growth this industry has seen over the past decade, this sector of the market continues to remain attractive for investors to due its predictable and recurring revenue, flexible and cost-efficient product, and scalability.
In this exclusive episode of 7investing inFocus, Lead Advisor Luke Hallard shares his research on the stock performance of SaaS, some interesting business metrics to consider, and three investment ideas in this space for investors to consider. You can view Luke's presentation on YouTube as well by clicking the following link: https://www.youtube.com/watch?v=wW3MRpwsaQY
Publicly-traded companies mentioned in this conversation include Snowflake, Bill.com, and Monday.com. 7investing’s advisors may have positions in the companies that are mentioned.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
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May 17, 2022 • 28min
Advertising's Digital Future with PubMatic CEO Rajeev Goel
The advertising industry is going through a transformation.
There's a confluence of events that are demanding it to make some recent higher-level changes. Consumer privacy concerns are escalating, and they're causing Big Tech companies like Apple (Nasdaq: AAPL) and Alphabet (Nasdaq: GOOGL) to phase out the third-party cookie. Walled gardens like Meta Platforms (Nasdaq: FB) are at the risk of crumbling down as advertisers are looking to a more open internet for alternatives. People are moving away from their desktops and their iPads back to the television, where they're migrating away from traditional cable in preference of a la carte Connected TV programming.
All of these changes are rewriting the script for the industry. It's becoming more important than ever to establish a direct, genuine relationship with individuals. And that's unlocking an entirely new approach to digital, programmatic advertising.
What will all of this mean for investors? What impact will the higher-level tech changes have on the largest companies of the S&P 500? And are there pure-play opportunities that are arising and taking advantage of the fastest-growing segments of the market?
To answer these questions, we've brought in an expert. Rajeev Goel is the co-founder and CEO of PubMatic (Nasdaq: PUBM). PubMatic is a publicly-traded company who serves as a sell-side platform for programmatic advertising. It helps publishers — who create websites, podcasts, mobile apps, or streaming TV stations — to monetize their content by placing targeted advertisements. Rajeev is one of the innovators in this space; he's very in-tune with the direction his industry is heading and is always two steps ahead of his competition.
In this exclusive interview, Rajeev chats with 7investing lead advisors Simon Erickson and Luke Hallard about the changes taking place in advertising and how PubMatic is responding to them. They talk about the importance of Connected TV and why Netflix's (Nasdaq: NFLX) recent comments about an ad-supported plan could be significant. They discuss why Google and Apple are making changes to their identifiers and what The Trade Desk's (Nasdaq: TTD) recent OpenPath initiative could mean for the industry.
In the final segment, the three talk about advertising in the Metaverse and what investors interested in this space should be watching.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
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May 16, 2022 • 1h 2min
LIVE from the 7investing Discord: Stocks on our Radar
We have exciting news! The 7investing Community Forum recently reached 1000 members, which meant we had the opportunity to try something new for the very first time. Since our Discord reached that milestone, we unlocked the functionality to host live conversations directly on our server - meaning we got the opportunity to speak directly with you!
Join 7investing Lead Advisors Simon Erickson, Dana Abramovitz, Steve Symington, and Luke Hallard for a fun, interactive conversation as each member of the team brought a stock to the table that is currently on their radar.
Do you have a topic in mind for our next discussion on Discord? Let us know what you would like to discuss with the 7investing Team on the next interactive conversation on our server!
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
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Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw
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